Case Study: Leading Global Investment Bank accelerates trade execution and settlement with Instabase

Leading Global Investment Bank - Customer Case Study

Leading Global Investment Bank partnered with Instabase to tackle a bloated middle-office process for trade execution and settlement. The bank was handling thousands of unstructured custody fax instructions each month, forcing operations teams to manually sort, review, and process documents while maintaining strict accuracy and service levels.

Instabase implemented an automation solution using pre-packaged building blocks to digitize, classify, extract, validate, and map transaction data into the bank’s existing settlement system. The result was straight-through processing rising from 40% to over 95%, more than 1,000 transactions processed each month, 97.56% accuracy achieved, and 20 FTEs freed up to focus on customer service.